Amplio Wealth
A boutique wealth management firm providing sophisticated investment solutions.
Personalized. Simplified.
Expertise
Crafting a holistic investment plan designed specifically for you to compound wealth faster:
Tax advantaged investments
Alternative investments and option strategies
Asset location and account optimization
Clients & Services
Individuals
Work with you to craft full investment plans across traditional and alternatives assets for your unique situation, including tax planning across your portfolio and income streams, managing concentrated positions, and adding diversification to traditional stock and bond portfolios.
Institutional Investors
Work in partnership to manage public portfolios, options strategies to add alpha, portfolio management to optimize after-tax returns, and allocations to liquid and semi-liquid alternative investments to complement existing private investment capabilities.
About
Dave Rosenblatt, CFA
Founder, Amplio Wealth
Mission
I started my firm out of necessity. I looked at large wealth platforms and select independent RIAs, but found them uninspiring; good marketing and sales machines, but lacking the personalization and investment expertise that is essential to adding value. Too often, advisors – not clients – emerge as the biggest winners in the equation.
I decided to build a new firm that starts with what’s best for clients, democratizing investment solutions historically available only to family offices, and personalizing advice with a focus on compounding after-tax returns.
If you’d like to learn more, let’s talk.
Experience
Prior to launching Amplio Wealth, Dave worked at several global asset managers with direct responsibility for overseeing $10B+ in equities, with additional expertise managing long/short and ESG/Sustainable strategies. His clients were largely pensions, endowments, family offices, and large wealth platforms. Here, he saw the opportunity to bring the sophisticated strategies employed by institutional investors to high net worth individuals seeking better advice and solutions.
Education
B.A. from the University of Pennsylvania in Economics and Psychology
MBA from University of Chicago Booth School of Business in Analytic Finance and Economics
CFA charterholder, CFA Institute
Insights
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